DIRECT PHONE: 610-975-4322
Lehigh University, BA, Architecture and Urban Studies
Mr. Sheppard is Senior Vice President and Director of Investment Research of Pennsylvania Trust. His principal responsibilities are investment research and portfolio management. He is Chairman of the Investment Committee that develops and implements investment policy, strategy and security selection.
Mr. Sheppard has over 30 years of experience in the financial services industry, and has held a variety of positions at firms serving both institutional and private clients. He was previously with NorthStar Asset Management, a wealth management company serving individuals, families, endowments and foundations, where he was responsible for portfolio management, equity strategy and research. Prior to NorthStar, Mr. Sheppard was a Vice President at Credit Suisse First Boston where he was responsible for equity sales and trading for middle market accounts in the Mid Atlantic Region. Before joining Credit Suisse First Boston he was a Managing Director at Deutsche Bank Alex Brown where he headed the Philadelphia Institutional Sales Office.
Pennsylvania Trust provides investment management and trust administration, tax, estate, and related account services to individuals, families, foundations, and endowments.
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Five Radnor Corporate Center Suite 450 100 Matsonford Road Radnor, PA 19087 610-975-4300 1-800-975-4316
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